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Nippon India Focused Equity Fund

Nippon India Focused Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

20.91

as on 30 Sep 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,685 today.

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NAV Performance

Nippon India Focused Equity Fund performance graph for last 3 years
Performance of Nippon India Focused Equity Fund for last 3 Years

Fund Information

  • ₹ 79.075

    as on 30 Sep 2022
  • Regular - Growth

  • 4 / 22

  • ₹ 5,000

  • ₹ 5,638 Cr.

    as on 31 Dec 2021
  • 2.07%

  • 02 Jan 2013

  • Equity - Focused Fund

  • S&P BSE 500 TRI

  • Nippon India Mutual Fund

    Show All Funds
  • Nippon India Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Nippon India Focused Equity Fund is an Open-ended Equity Fund. The fund belongs to Focused Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 02 Jan 2013. This fund is offered by one of the top AMC (Assets Management Company) Nippon India Mutual Fund. You can also view here all other Equity funds offered by Nippon India Mutual Fund.

Latest NAV of the fund is ₹ 79.075 as on 30 Sep 2022.

This fund has 9 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.07%. Ideally you shoulds compare this fund with the benchmark S&P BSE 500 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 100. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

The primary investment objective of the scheme is to generate long-term capital growth by predominantly investing in an active and concentrated portfolio of equity & equity related instruments up to 30 companies across market capitalization. The secondary objective of the scheme is to generate consistent returns by investing in debt, money market securities, REITs and InvITs.

List of Fund Managers of Nippon India Focused Equity Fund

  • About Prateek Poddar

    Picture of Prateek  Poddar
  • About Vinay Sharma

    Picture of Vinay SharmaVinay Sharma is Equity Fund Manager at Reliance Mutual Fund. Vinay graduated in architecture from MNIT Jaipur and did his post graduate diploma in computer aided management from IIM Calcutta. He has also earned the right to use the Chartered Financial Analyst designation, conferred by CFA Institute, USA. Vinay has a total experience of around 14 years. Before his association with Reliance Mutual Fund, Vinay worked as a fund manager at ICICI Prudential Management for several years managing both diversified and thematic funds. Prior to that he has been an equity research analyst at AIG Global Asset Management and JP Morgan India. Vinay has been instrumental in many NFO launches and product initiatives in his previous stints, and has attended several global investment conferences and seminars.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best -0.40% 14.61% 9.37% 24.49% 38.97% 21.39% 17.27% 17.68% 19.18% 27.25% 27.66% 18.31% 16.82%
Category Average -2.36% 9.82% 0.56% 0.12% 25.02% 16.07% 11.71% 14.26% 2.12% 11.87% 17.33% 14.33% 13.78%
Nippon India Focused Equity Fund -2.76%₹ 9,723 10.10%₹ 11,009 2.38%₹ 10,238 2.62%₹ 10,261 5.68%₹ 12,366 34.16%₹ 17,997 17.25%₹ 28,446 20.91%₹ 17,685 24.04%₹ 51,062 12.40%₹ 17,955 17.17%₹ 92,133 17.14%₹ 48,720 16.43%₹ 2,84,247
SBI Focused Equity Fund -0.40%₹ 9,959 11.63%₹ 11,162 -1.22%₹ 9,877 -3.00%₹ 9,700 -1.34%₹ 11,913 26.96%₹ 16,119 12.06%₹ 27,082 16.65%₹ 15,879 17.44%₹ 46,579 14.14%₹ 19,384 15.33%₹ 88,069 15.89%₹ 43,737 15.61%₹ 2,71,880
IIFL Focused Equity Fund -1.85%₹ 9,815 11.71%₹ 11,171 -0.25%₹ 9,975 -1.62%₹ 9,837 0.95%₹ 12,062 26.76%₹ 16,068 12.20%₹ 27,117 19.74%₹ 17,174 19.58%₹ 47,999 15.45%₹ 20,524 18.31%₹ 94,755 - -
Principal Focused Multicap Fund -3.16%₹ 9,684 11.11%₹ 11,110 -2.69%₹ 9,730 -2.04%₹ 9,796 -0.18%₹ 11,988 25.70%₹ 15,800 11.06%₹ 26,820 18.24%₹ 16,536 17.55%₹ 46,652 13.15%₹ 18,558 15.38%₹ 88,181 13.83%₹ 36,581 14.01%₹ 2,49,542
Franklin India Focused Equity Fund -1.19%₹ 9,880 13.11%₹ 11,310 4.84%₹ 10,484 4.23%₹ 10,423 8.99%₹ 12,577 38.97%₹ 19,313 19.63%₹ 29,082 19.53%₹ 17,085 24.10%₹ 51,108 13.33%₹ 18,709 17.47%₹ 92,831 17.68%₹ 51,019 16.12%₹ 2,79,544
Axis Focused 25 Fund -4.56%₹ 9,543 10.26%₹ 11,026 -6.68%₹ 9,332 -14.63%₹ 8,537 -10.43%₹ 11,311 17.57%₹ 13,822 1.59%₹ 24,400 11.24%₹ 13,770 9.52%₹ 41,550 10.58%₹ 16,546 10.33%₹ 77,812 13.88%₹ 36,751 13.05%₹ 2,37,011

Portfolio Holdings

Portfolio holdings pattern of Nippon India Focused Equity Fund as on 02 Oct 2022 are listed below:

  • Equity Holdings:

    93.14%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    7.72%

Top Sector Holdings of Nippon India Focused Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 25.59% ₹ 1,458.13 Cr.
Computers - Software 7.66% ₹ 436.52 Cr.
Engineering, designing, construction 6.40% ₹ 364.62 Cr.
Refineries/Marketing 3.74% ₹ 338.75 Cr.
Telecom - services 3.27% ₹ 300.06 Cr.
Others 53.34% -

Top Stock Holdings of Nippon India Focused Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 9.35% ₹ 532.99 Cr.
Axis Bank Ltd. 7.68% ₹ 437.66 Cr.
Infosys Ltd. 7.66% ₹ 436.52 Cr.
State Bank Of India 6.71% ₹ 382.17 Cr.
Larsen & Toubro Ltd. 4.73% ₹ 269.52 Cr.
Others 63.87% -

Other Holdings

Holding TypeHolding Percentage
TREPS 6.76%
Warrants 0.91%
Margin 0.32%
Net Receivables -0.27%